Articles
Don't Let Deal Structure and Buyer Credit Hurt M&A Financing
As you approach the sale of your advisory practice, the following factors impact accessibility of bank financing and ultimately cash at closing. WealthMangement.com - As wealth management M&A and…
SkyView Partners Receives SOC 2 Type 1 Report
SkyView Partners is excited to announce that we have received our SOC 2 Type 1 report from Copeland Buhl and Company. At SkyView Partners, we strive to meet the highest standards of…
Can I Afford to Take Out a Loan to Acquire Another Practice?
How cash flows and indebtedness on the business and personal front can impact the calculus of growing through loans ThinkAdvisor.com - As interest among independent financial advisors in growing…
Transaction Loans for Independent Advisors Seeking a Partial Business Sale
Small Business Administration loans require that the seller departs the practice entirely within 12 months of closing. InvestmentNews.com - As the succession planning transaction market continues to…
Top Lessons For Independent FAs From Our Journey Through The M&A Financing Maze
FA Mag - Independent financial planning and investment management firms that have decided to target growth through mergers & acquisitions transactions, but may not be very experienced in this area…
New RIA Lender Challenges Live Oak
Barrons.com - RIAs, your options for borrowing money to fund succession or acquisition plans are increasing. For more than half a decade, Live Oak Bank has offered advisors loans backed by the Small…